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Annis Gardner Whiting Capital Advisors’s Sonic Automotive SAH Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6
Closed -$457 – 1331
2025
Q3 		$457 Hold
6
– – ﹤0.01% 1091
2025
Q2 		$480 Buy
+6
New +$404 ﹤0.01% 1195

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SAH Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Sonic Automotive (SAH) in Q4 2025, closing a stake of 6 shares — an estimated $457 sold.

Annis Gardner Whiting Capital Advisors first reported a position in SAH in Q2 2025 and held it in 2 quarters. The position peaked at $480 in Q2 2025. 229 funds tracked by Wall St. Rank hold SAH as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Sonic Automotive position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 6 Sonic Automotive shares in Q4 2025, an estimated $457.
  • Annis Gardner Whiting Capital Advisors first reported a position in Sonic Automotive in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Sonic Automotive position peaked at $480 in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Sonic Automotive as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.